ZVGIX Mutual Fund

ZVGIX Mutual Fund

NAV$58.99
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Returns Overview

1 Month
-9.46%
3 Months
+6.05%
6 Months
+3.10%
YTD
-2.59%
1 Year
-3.66%
3 Years (annualized)
+16.05%
5 Years (annualized)
+0.28%
10 Years (annualized)
+18.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ZVGIX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Growth Total Return(^RAGTR)
This Mutual Fund (YTD)
-2.59%
Peer Avg (YTD)
+11.56%
vs Peers
-14.14%

ZVGIX Mutual Fund Performance

ZVGIX performance across multiple time periods: 1-month -9.46%, YTD -2.59%, 1-year -3.66%, 3-year 16.05%, 5-year 0.28%, 10-year 18.84%.

ZVGIX returns trail the peer average of 11.56% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

ZVGIX vs another fund shows side-by-side returns. ZVGIX alternatives are available in the Mutual Fund Screener.